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Web Dashboard: How to Upload Products on the Manage Account Website

With a paid account, you can upload your products/services from a comma-separated values (.csv) file. 

The upload feature only works on your computer.

IMPORTANT NOTE: 

• The filename should be one word, without any spaces in it:

• WRONG:  My Product List.csv

• RIGHT:  My-Product-List.csv

  

1. From your computer, log into the InvoiceASAP Web Dashboard.

Screen_Shot_2017-05-22_at_11.28.51_AM.png

 

 

2. Click on Products.

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3. Click Upload Products and Services.

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4. Click Browse to upload your file. Attach your Product list. 

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5. Choose the .csv file from your computer.
01-pick.png

 

6. Click Upload.
02-upload1.png

 

7. Choose whether your upload is products or services and taxable or non-taxable
03-Choose.png

 

Map the data from your file to InvoiceASAP's fields.
NOTE:  If you are updating existing items, then the Item Code in your file must match the Item Code in InvoiceASAP
04-map.png

 

8. Confirm the mapping.
05-Confirm.png

 

9. Your items are being imported.
06-Working.png

 

Success!
07-the-end.png

 

Having problems uploading Products and Services?

 

Tap Refresh, on the app. 

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